1Y
+8.86%
3Y
+21.25%
5Y
+18.11%
Since Inception
+22.41%
Sharpe
0.74
Sortino
1.20
Max Drawdown
-26.06%
Volatility
18.56%
Alpha
+7.38%
Beta
1.17
Info Ratio
0.82
Up / Down Capture
137 / 114
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2021-04-13
AUM₹14.8K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#4 of 36
Top 11%
3Y CAGR
#2 of 28
Top 7%
5Y CAGR
#1 of 28
Top 4%
Sharpe
#1 of 36
Top 3%